What’s New — v1.11.8

  • EZ Spreadsheet Reader — Drag & drop support and .csv handling for quick uploads.
  • Recent Spreadsheets — Remembers the most recent 3 spreadsheets and adds quick-recall buttons for faster reloads.
  • Copy-first-column — Click-to-copy for the first column with a toggle and hover hint.
  • Bot Translator — DEX Exception — The specific message "Provider/Entities/ Authorized Users not found in DEX" is now exempted from being highlighted as a flagged alert.
  • Improved table UX — Centered table layout (~80% width), slide-up animation on load, and scroll-edge shadows.
  • Search & highlight — Faster filtering and keyword highlighting for spreadsheets.

See full details in the Changelog (v1.11.9).

Bot Translator

Work Assistant (Sentence Splitter + Validator)
Sanction Quick Verify
LexisNexis
CPL
Exclusion List
DEX
Quick Tips:

  The [Highlight Bot Alerts] highlights potential issues based on common flagged phrases. Please review the highlighted sentences for accuracy.

  The [Sanction Quick Verify] boxes glow to confirm which sanction checks have been completed.

  The [Group Findings] toggle places similar bot findings into numbered groups.

IC General Note Generator

Approval Note Generator



Click "Approve" to generate the note.

Change/Update

Approval Note Generator
Click "Approve" to generate the note.

Outreach Template

Note Generator
If "No" is selected, this field is locked and the outputs will note no-contact automatically.

If "Follow-up call" is selected, the note auto-adds a date two business days after today.

Quick Script

If able to speak with a person:

Leaving a voicemail:

Link Saver

Save and quickly access your favorite/most useful websites


Common Phrases

Copy & Paste

This section provides a collection of commonly used phrases for quick copy and paste. You can customize this list by adding your own phrases.

**IMPORTANT**: Clearing cache/cookies will delete any additional notes you add.








Phrases are saved in your browser's local storage.